Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
that was released this morning,
“Given the sharp underperformance of the TSX in the first half of the year, we are revisiting what we continue to believe is the, ‘Canadian value proposition,’ a core characteristic that has distinguished Canadian equities for the past several years. From our perspective, this ‘designation’ remains a distinct advantage for Canadian equities, especially relative to other global markets where the normalization process is much less further along.
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